Motilal Oswal Securities Limited,
one of India's leading brokerage houses recently announced the launch of their first of a kind Mutual Fund Advisory product, Target Investment Platform (TIP). TIP is a unique, completely robo backed solution powered by Motilal’s advisory, which tells the customer where to invest, how much to invest and for how long to invest. Implementation technology of this product is powered by a premier Fin-Tech company Valuefy based out of Mumbai, India. Valuefy is a preferred partner to Financial Institutions in India providing cutting-edge invest tech solutions for next generation technology labs being used by leading financial institutions in India.

TIP which brings together the best of Advice, Analytics, and Transaction combined with user experience adds tremendous value to customers who can do wholesome financial planning for various financial goals like retirement, child education and wealth creation etc.

Mr. Arun Chaudhry, Head Online Business & Products Development at Motilal Oswal Securities Limited, said “Today's evolved investor seeks simplified financial solutions to be able to take financial decisions on their own, anywhere, anytime. TIP uses “artificial intelligence” to provide our customers with personalized guidance”.

Adding to this, Sharad Singh, CEO, Valuefy said, “Valuefy’s technology makes TIP, a unique platform in the industry which uses data sciences, advanced algorithms and global best practices. I am extremely excited about this partnership with Motilal Oswal. The use of technology, especially analytics, will be a key driving force in the new world of Investment Management, and I am truly delighted to see Motilal Oswal taking a leadership position here.”

Hence, with TIP going live, Motilal Oswal are definitely redefining the India Mutual Fund Market as they are bringing a big shift in activity for the Indian consumer from just selling of Mutual funds to providing consultative financial planning on demand.

About Valuefy

Valuefy is a premier investment technology lab with cutting edge solutions serving the leading financial institutions in India and across the world. Founded in 2010, Valuefy has grown over the years and today services more than USE 150 Billion of AUM by empowering more than
300,000 customers to make informed decisions.